Unit 1 - Financial Well-being
Get a comprehensive understanding of the concept of financial well-being with our 20min video. Follow the step-by-step instructions provided to assess your current level of financial well-being. Identify your strengths and areas where improvement is needed.
Unit 2 - Transformative Financial Habits
Learn about financial habits which are essential for securing your future and achieving lasting financial well-being.
Unit 3 - Financial Priorities
Enhancing your financial well-being is a gradual process. Utilize this exercise to prevent feelings of overwhelm and clarify your current financial priorities.
Unit 4 - Taking Action
Every little effort makes a difference. Utilize our list of 20 simple activities to enhance your financial well-being. By taking on one action per week, you can transform your finances in just six months.
Unit 5 - Growing Your Wealth
Move one step closer to building your wealth by learning essential insights into the fundamentals of investing (30 min video)
Free templates
- Financial health check-list (Google doc /Word / Pages )
- 20 easy activities to improve your financial well-being (Google sheets /Excel / Numbers)
- Checklist for buying financial product (PDF document)
analysing your financial health
My Financial Health Checklist
A simple tool to identify the financial areas that need your attention .
BRINGING YOUR FINANCES IN ORDER
Consolidate Your Wealth on One Page
Ever wondered how much pension you've accumulated?
Curious if the value of your property has increased over time?
Uncertain about your current savings balance or the total sum of all your financial assets?
No more time-consuming efforts to dig out information. With our Financial Dashboard, all your wealth-related insights are just a click away. Take control of your financial journey and make informed decisions for a prosperous future.
MONEY COACH FOR AMBITIOUS WOMEN
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I help women grow their wealth using a combination of money mindset work and learning new skills and tools.
A lucrative paycheck is half the battle, the other half is knowing how to keep and grow it.
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